Clientary

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

Integrate the Clientary API with the HubSpot API

Setup the Clientary API trigger to run a workflow which integrates with the HubSpot API. Pipedream's integration platform allows you to integrate Clientary and HubSpot remarkably fast. Free for developers.

Add Contact to List with HubSpot API on New Client Created from Clientary API
Clientary + HubSpot
 
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Add Contact to List with HubSpot API on New Contact Created from Clientary API
Clientary + HubSpot
 
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Add Contact to List with HubSpot API on New Estimate Created from Clientary API
Clientary + HubSpot
 
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Add Contact to List with HubSpot API on New Expense Created from Clientary API
Clientary + HubSpot
 
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Add Contact to List with HubSpot API on New Invoice Created from Clientary API
Clientary + HubSpot
 
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Company Updated from the HubSpot API

Emit new event each time a company is updated.

 
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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

 
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New Client Created from the Clientary API

Emit new events when a new client was created. See the docs

 
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New Contact Created from the Clientary API

Emit new events when a new contact was created. See the docs

 
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New Estimate Created from the Clientary API

Emit new events when a new estimate was created. See the docs

 
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Create Client with the Clientary API

Creates a new client. See docs here

 
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Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID. See the documentation

 
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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Overview of Clientary

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Connect Clientary

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientary: {
      type: "app",
      app: "clientary",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.clientary.$auth.domain}.clientary.com/api/v2/staff`,
      headers: {
        "accept": `application/json`,
      },
      auth: {
        username: `${this.clientary.$auth.api_token}`,
        password: `${this.clientary.$auth.api_token}`,
      },
    })
  },
})

Overview of HubSpot

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Connect HubSpot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_token}`,
      },
    })
  },
})